MODELS, MCPS, AND MOMENTUM ACROSS THE PORTFOLIO
June 4th, 2026
June started hot. We welcomed two new companies, one reimagining clinical workflows, one bringing transformer architecture to physics simulation, and celebrated OpsMill's new level. Fresha crossed the unicorn mark, Shippeo and Yoco expanded their AI muscle through acquisitions, and Alpic launched a new builder program for MCP and ChatGPT App developers. Simone also shared his take on how AI is reshaping software investing, worth a read if you haven't caught it yet. A month of speed, ambition, and serious technical depth.
Let's get into it.
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Fresha [Venture], the leading global beauty and wellness appointment platform, became a unicorn with the close of an $80M growth investment from KKR.
"Skello brings together everything we look for: clear market leadership, strong growth momentum, a differentiated product, and a European market that remains largely underserved and fragmented. Frontline teams represent a major share of Europe's working population, with growing needs for digitalisation and operational management. We are convinced that Skello has the assets needed to build a European reference leader in this category."
Jean-Baptiste Salvin, Partner at Bridgepoint
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